See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,481 | $159,602+127.1% | $150,045+141.6% | $142,382+154.6% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 14.60% | 70.24%-55.6pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,197 | $4,961-15.4% | $4,693-10.6% | $4,299-2.4% |
| Participant deferral / active EE | $10,842 | $8,310+30.5% | $7,997+35.6% | $6,507+66.6% |
| Admin fee / account holder | $269 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |